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Delete a process

How can I permanently delete an archived process?

You can’t delete active or completed processes in Tallyfy - you need to archive them first. Only then does the delete option appear.

Here’s the thing: once you delete an archived process, it’s gone forever. There’s no undo button. Tallyfy makes you take these two steps on purpose - it stops you from accidentally wiping out important data.

  1. Go to the Tracker view using the left sidebar.
  2. Click Add filter and choose the filter for Status is Archived (this shows only your archived processes). Filtering Tracker to show only Archived processes
  3. Find the archived process you want to permanently delete in the list.
  4. Click the Delete button (look for the trash can icon 🗑️) next to that process.
  5. Confirm that you really want to delete it permanently.

Not sure how to archive a process? Check out How to archive and unarchive processes for step-by-step instructions.

Tracking And Tasks > An overview of processes

A process in Tallyfy is a running instance of a template that transforms your workflow blueprint into actual trackable work with unique naming audit trails and the ability to add one-off tasks while maintaining independence from template updates.

Processes > Archive process

A DELETE endpoint archives process instances by hiding them from default views while retaining data for future restoration through authenticated API requests requiring organization and run IDs.

Tracker View > Organize processes

Tallyfy offers multiple organization methods including folders favorites filtering and archiving to help users efficiently manage and view their active processes for improved workflow visibility.
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